SharePoint Server 2007 Guide: Setting up the Role-Based My Site Template for Controllers-Financial Analysts

This setup document provides step-by-step instructions to initialize the Controller-Financial Analyst template in Microsoft Office SharePoint Server 2007.
  • Details

    Note: There are multiple files available for this download. Once you click on the “Download” button, you will be prompted to select the files you need.
    Date Published:



    File name:
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    Setup Controller-Financial Analyst.doc

    354 KB

    Setup Controller-Financial Analyst.docx

    269 KB

      The Controller-Financial Analyst template helps Controllers to automate the process of analyzing financial data and information, helping them in their overall decision making process. The template assists in tracking top performing products and opportunities at different geographic levels. It also provides a graphical view of product sales and revenue. The objective design of this Role-Based My Site Template is to help the Controller achieve their goals of communicating overall corporate performance, budget, and future growth projection to the management, investors, and other stakeholders.
  • System Requirements

    Supported Operating System

    Windows Server 2003

      • This download works with the following Office programs:
        • Microsoft Office Word 2003
        • Microsoft Office Word 2007, or
        • a Word viewer such as Word Viewer 2003

  • Install Instructions

      To install this download:

      • Download the file by clicking the Download button (above) and saving the file to your hard disk.

      Instructions for use:

      • Open this document in Microsoft Office Word to read or print it.

      To remove this download:

      • Delete Setup Controller-Financial Analyst.doc from your hard disk.

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